Todd is a partner with the Forensics & Valuation service line and leads its regional practice, providing business valuation, forensic accounting, investigation, bankruptcy, and litigation support services, including serving as an expert witness. He has more than 25 years of experience providing client solutions in consulting, accounting, and tax matters. He has performed business valuations for a variety of purposes including gift and estate tax, business planning, succession planning, dispute resolution, government compliance and regulatory, and for solvency purposes in bankruptcy. Todd has also conducted investigations for many different purposes, including testing for misappropriation of assets, conflicts of interest, manipulation of financial statements, billing schemes, false claims, and use of corporate funds for potential abuse or wasteful spending.
He has been qualified as an expert witness in many jurisdictions across the United States in arbitration, in federal and state district courts, including in Arkansas, California, Illinois, Kansas, Missouri, New York, Oklahoma, Texas, United States Tax Court, and the U.S. Virgin Islands. Todd’s testimony experience includes cases involving forensic investigations, reconstruction of financial records, tracing of transactions, community property tracing and analysis in estate and probate litigation, financial analysis (including cost allocations), damages analysis, including punitive damages, valuations for division of marital property and in partner/shareholder disputes, damages in intellectual property disputes and breach of contract disputes, lost income calculations, and analysis for solvency and preference claims in bankruptcy.
Todd is a member of the American Institute of CPAs, where he has served on the Business Valuations Committee, and TXCPA. He is also a member of the American Society of Appraisers and has served on its International Board of Examiners and as president of the San Antonio chapter. He has made numerous oral presentations on forensic analysis and valuation of businesses to various professional organizations. In addition to being a CPA, Todd has the following accreditations: ABV (Accredited in Business Valuation), ASA (Accredited Senior Appraiser), CFF (Certified in Financial Forensics), and CFE (Certified Fraud Examiner).
He is a 1986 graduate of Oral Roberts University, Tulsa, Oklahoma, with a B.S. degree in accounting.